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The Radar · story

The EU AI gigafactories call

Latest, 1 October 2026: EuroHPC extends AI gigafactory call by three weeks to 3 December at the Commission's request. Next: Bids due 17:00 CET (3 December 2026). 1 update since 12 October 2026 on the Europe desk, each linked to its source (TED change notice 674672-2026 (EuroHPC JU)).

Updated 12 October 2026 · data build 2026-10-10 · how we know · corrections

Europe deskopen1 updatesince 12 October 2026

Next, 3 December 2026: Bids due 17:00 CET

Every update, newest first

Informs: Europe relative to America · The rules that decide

PolicyEuropeEuropean Union

EuroHPC extends AI gigafactory call by three weeks to 3 December at the Commission's request

A change notice on TED (674672-2026, published 1 October) moves the deadline for bids in EuroHPC's call for AI gigafactory consortia (EUROHPC/2026/OP/0008) from 12 November to 3 December 2026, 17:00 CET, with requests for information due by 25 November. The stated reason is a request from the European Commission. The call seeks up to seven consortia: four medium-scale (lot 1, estimated at €4bn) and three large-scale (lot 2, €6bn), €10bn in estimated value. EuroHPC's call page shows the new date; its 30 July launch release still gave 12 November when checked on 11 October.

Why it matters. AI gigafactories are the EU's main public bet on frontier-scale compute against the US build-out. Three more weeks gives national consortia time to line up sites, power and money; EuroHPC plans selection in early 2027.

Our data confirmsOur gigafactory tracker records both notices (529135-2026 original, 674672-2026 change), two French consortia that have announced bids (AION, AETHER) and two reported expressions of interest (Deutsche Telekom with Brookfield; a Portuguese group), against 76 expressions of interest in 2025. /europe/ai-gigafactories →

€10bn
estimated value of the call (lot 1 €4bn, lot 2 €6bn)
Reported ted.europa.eu, 1 October 2026
7 consortia
maximum number to be selected (4 medium, 3 large)
Reported ted.europa.eu, 1 October 2026

Sources: TED change notice 674672-2026 (EuroHPC JU), 1 October 2026 · EuroHPC JU call page, 11 October 2026

Next, 3 December 2026: Bids due 17:00 CET (information requests by 25 November)

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